Specialist workspace tools

Additional tools for a more specific way of working.

Some workspaces expose invoice image analysis, custom business data entry, and community administration in addition to the core customer platform.

Business operations

What you can do.

01 /

Inspect invoice images

The invoice scanner screen accepts uploaded images or camera input, requests an analysis, and displays the returned result for inspection. Treat extracted information as a draft to review before using it in a business record.

02 /

Support a specialized business process

The custom data screen provides a business-specific entry workflow, including an exchange-rate use case. It is separate from the public form builder and is not a general-purpose data platform.

03 /

Coordinate eligible community records

Community tools include named groups, invitations, membership records, and administrator views where enabled. Access and purpose depend on the operator's workspace configuration.

A CONNECTED CUSTOMER JOURNEY

How it comes together.

  1. 1Identify the specialist requirement
  2. 2Confirm workspace access
  3. 3Review the supported operating process

Setup & availability

These are specialized or restricted modules, not standard inclusions in every customer workspace. Discuss availability with the DJC team.

Detailed setup instructions
BUILT AROUND YOUR BUSINESS

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Tell us how your team works. We'll help you find the right place to start.

Talk to the DJC team